Kevin Means, financial advisor New Hope PA

Kevin Means

CRD Number: 2279192
Current Firm: Sapient Investments LLC
Compensation Model: Fee Only

Kevin Means is the Chief Investment Officer (CIO) of Sapient Investments. The firm is built upon Kevin’s experience and expertise in portfolio management, quantitative modeling, risk management, and asset allocation. As a former long/short equity hedge fund and mutual fund manager, chief investment officer, asset allocation strategist, and director of quantitative research, Kevin’s background is ideally suited for managing Sapient’s portfolios.

 

Kevin began his career as an Equity Portfolio Manager and Director of Quantitative Research at Invesco Capital Management. Towards the end of his tenure, he became the CIO of Invesco Management and Research.

 

After working for Invesco, he was the CIO of Equities at Aeltus Investment Management (the Aetna investment subsidiary), where he was responsible for the firm’s $22 billion in equity assets under management and served as the Lead Portfolio Manager of various mutual funds totaling $11 billion.

 

Subsequently, he was the Founder, Managing Partner, and CIO of Alpha Equity Management, a firm that managed a variety of long/short hedge funds and mutual funds. He developed the quantitative models and disciplines that guided the firm’s investments and served as the Portfolio Manager of all of the firm’s funds, including a Morningstar five-star long/short mutual fund.

 

He then founded Select Alternative Investments, a predecessor firm to Sapient Investments with a very similar investment methodology. SelectAlts specialized in alternative ETF portfolios designed to provide a low correlation to both stocks and bonds.

 

Before founding Sapient, Kevin was the CIO at a wealth management firm where he redesigned the stock selection methodology and revamped the asset allocation models for mutual fund and ETF selection.

 

Kevin has a BA in Economics from The College of William and Mary, an MA in Theology from Fuller Theological Seminary, and an MBA from the University of Virginia. He is a Chartered Financial Analyst.

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Professional Designations
Company Name Location Dates Years
Select Alternative Investments LLC New Hope, PA Nov 2017 - Current 6
Prestige Wealth Management Group Flemnington, NJ Sep 2016 - Dec 2017 1
Select Alternative Investments LLC Farmington, CT Jul 2012 - Nov 2016 4

Kevin Means has no recent exams reported.
Contact Info for Kevin M. Means
Phone Number: (267) 714-6090
Advisor Website: https://sapientinv.com/
Firm Website: https://sapientinv.com/
Registered State(s):
  • PA
Current Firm Details
Sapient Investments LLC
Firm's CRD Number: 292098
By the Numbers
  • Total Assets Under Management
    42
    MILLIONS
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $554,775
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Firm Disclaimer:

Sapient Investments LLC (Sapient) is a registered investment advisor (RIA) in the Commonwealth of Pennsylvania. Registration does not imply a certain level of skill or training. Sapient may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Information presented on this website is for informational purposes only and is not intended as an offer or solicitation for the sale or purchase of any product or security. Such information has been prepared with reasonable care but does not constitute any representation or warranty by Sapient.

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